AI-first holding company
A permanent home for the firm you built.
Anchor buys small Texas tax and bookkeeping firms from owners who are ready to step back, keeps them, and runs the back office with AI. If we are not the right owner for your firm, we can introduce you to a buyer who is, only with your yes. We are in the search stage, and we take each conversation slowly and privately.
What we look for: Roughly $300,000 to $2 million in annual revenue. Early purchase prices stay under $3 million on the quality-of-earnings line, and the SBA 7(a) amount stays at or below $5 million.
Many businesses will change hands.
Many owners are nearing retirement without a successor. People call that shift the silver tsunami. These businesses still have clients and a way of working. What they often lack is a next owner.
Anchor reads the public record on a business with AI and writes down what a buyer will see, so the owner and the buyer start from the same facts.
Anchor is not affiliated with any other holding company.
Who we work with
Owners ready to retire or step back
Someone who wants the right successor and is ready to leave the day-to-day work.
A recurring client base
Clients who come back year after year.
Texas tax and bookkeeping firms
Small firms around New Braunfels and central Texas.
Buyers looking for a well-run firm
Individuals and firms looking for To confirm[CONFIRM: buyer types].
Size, price, structure, and timing
These are the starting terms. Nothing in this section is an offer.
Size
Roughly $300,000 to $2 million in annual revenue. Early purchase prices stay under $3 million on the quality-of-earnings line, and the SBA 7(a) amount stays at or below $5 million.Valuation
A firm is valued on normalized earnings (seller's discretionary earnings or adjusted EBITDA), cross-checked against recurring revenue, and adjusted for retention, concentration, and staff depth. An SBA deal uses an independent accredited valuation.Deal structure
10% down, 15% seller note, and 75% SBA 7(a).Closing timeline
A first conversation to a signed letter of intent is usually a few weeks. A signed letter of intent to an SBA-financed close is usually about 60 to 120 days, set mostly by the lender, the independent valuation, and records readiness.
What happens after you write
Intro call
A conversation about your firm and what you want next. You set the time.
Our homework
We read the public record and what you choose to share, and write down what a buyer would see, whether that buyer is us or someone else. What to share, and under what terms:
To confirm[ADAM TO CONFIRM: whether an NDA is signed before any records are shared]
Then you choose one of two paths.
Sell to Anchor
If the firm fits, we make an offer to buy it ourselves.
A transition plan with you
A handoff written with you, so your team and your clients hear about it the way you choose. We keep the firm, and we run its back office with AI.
Or be introduced to another buyer
We shortlist buyers who could fit, with our reasons.
To confirm[CONFIRM: buyer types]Introduction with your yes
Nobody hears about your firm until you approve that introduction.
What we do after the introduction
To confirm[ADAM TO CONFIRM: Anchor's role after an introduction, if any]
You can change your mind about the path at any point before you sign anything.
If you are buying
Check
We read up to 150 of the newest public Google reviews of a business and list questions to ask before you sign.
After the check
To confirm[CONFIRM: buyer steps after the check]
For buyers: check a business before you buy it
If you are buying a business, the check reads up to 150 of its newest public Google reviews. It returns the rating trend, recurring complaints with real quotes, signs of a change of owner, and questions to ask before you sign.
Where things stand
We are in the search stage. There are no acquired firms to list.
Buying or selling a business?
Owners can start with the confidential intake. It opens an email to Adam. The site does not store the note. Buyers can start with the check.